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December 27, 2023
Question

I am trying to add mt tax pro, but i dont see how to invite them to my Quick Books. Can I get so help on how to invite them please?

  • December 27, 2023
  • 1 reply
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Need to add my tax pro, I dont see how to invite them to my page.

1 reply

December 27, 2023

Hello there, Bobby. 

 

I'm here to guide you on how to invite your tax professionals or accountants to QuickBooks Online.

 

In QBO, it's easy to add your tax professional to help manage finances and file taxes. You simply need to send them an invite to access your company data. Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Select My Accountant in the left navigation menu.
  3. Enter the Accountant's email, then click Invite.

 

Once sent, they can check their email and accept your request. You can also check the status of your request by going to the Gear icon and then clicking Manage Users

 

Moreover, your tax pro or accountant will get a link to access your company data if they already have a QuickBooks Online Accountant. If they don't, they need to sign up to access all the features available in your version of QBO for free. 

 

Additionally, you can manage their roles and limit their access to specific tasks. 

 

Also, for more information about the usage limits in QuickBooks Online based on subscription, you can refer to this reference: Learn about usage limits in QuickBooks Online

 

Keep us posted if you have other concerns about inviting a tax pro or accountant or have other inquiries in QuickBooks. We're always willing and ready to help you. Have a great day ahead!